$Roundhill Memory ETF(DRAM)$ The stock could be heading toward the $52-$57 range. Memory has strong fundamentals supporting profitability and demand for the foreseeable future. I think there's a chance it reaches $100-$120 by the end of the year, once broader economic conditions stabilize. After the current profit-taking phase rotates out, the price should move higher again.
$Roundhill Memory ETF(DRAM)$ I think the recent price movement is mainly driven by algorithms reacting to the lawsuit news and headlines about decreasing Android phone shipments. Honestly, both seem like non-issues to me. The real focus should be on the SK IPO. The stock is still consolidating after those massive MU earnings, which tends to shake out the less committed investors.
$Roundhill Memory ETF(DRAM)$ Oil prices don't fall just because some people say they'll turn on more wells a few years down the road. They only drop when there's actual relief in supply. To be honest, I'm comparing memory chips to an essential commodity right now. I'm calling their bluff—they're not going to crash this market, just like they didn't manage to at Micron's earnings. They've already invested too much in the rest of the semiconductor ecosystem; bringing it down would take the whole thing with them. Now, those Korean companies, that's a whole different story and makes me hesitant to hold positions overnight.
$Roundhill Memory ETF(DRAM)$ Here you get a big piece of the US memory sector, a chunk of the Korean memory sector, and a sliver of the Chinese memory sector. Unless something catastrophic happens, it's a straightforward setup.
Continuing the watchlist on the same theme, but from a different angle: the contrast between “fear pricing and long-term dominance.” I'm closely watching 6–10 potential setups: $Alphabet(GOOGL)$ - under $400 $Robinhood(HOOD)$ - under $85 $Broadcom(AVGO)$ - under $400 $SanDisk Corp.(SNDK)$ - under $3,200 $Roundhill Memory ETF(DRAM)$ - under $100 The market often misprices quality during volatility spikes, particularly in AI, semiconductors, and fintech. These price levels are where conviction is built, not after breakout headlines. If the macro tail
$Roundhill Memory ETF(DRAM)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ Samsung and SK Hynix each plan to build two chipmaking facilities, with a total investment of $518 billion. The South Korean government is lining up the remaining investment for the broader infrastructure. Storage demand will continue to be strong.
$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ Ignore the day-to-day moves. Some days it goes up, some days it goes down. But long term, I think Micron can reach $2000. Just buy, relax, and check back later.